Tax & Accounting Blog

Maximizing Staff Leverage in Your Tax Workflow

Maximizing Staff Leverage in Your Tax Workflow

It’s every firm owner’s dream: Find the right staff to complete low-priority work, so you can focus on more value-added services like marketing, consulting, networking and engaging new clients. Unfortunately it’s a dream that rarely materializes, and come January most owners are dragged into the trenches alongside their staff. But if you approach hiring with … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More

Direct Tax Blog Series Part 2: Building a Strong Data Collection Framework

Direct Tax Blog Series Part 2: Building a Strong Data Collection Framework

Our five-part direct tax blog series will offer insights from our experts on how to improve each key area of your direct tax process— from data preparation to reflection and analysis. If you haven’t already, check out the first part of our blog series on streamlining calendar and task management. It almost … Read More